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For Companies At a Glance
- Tasks: Liaise with clients and ensure accurate investment processing documentation.
- Company: Reputable financial planning firm offering a supportive work environment.
- Benefits: Full-time contract, holiday entitlement, and training opportunities.
- Why this job: Kickstart your career in finance while working remotely and gaining valuable experience.
- Qualifications: Background in financial services or client servicing, strong organisational skills.
- Other info: Work remotely with in-office collaboration every Friday.
The predicted salary is between 28800 - 43200 £ per year.
A financial planning firm in the UK seeks a Business Processing Executive on maternity cover. This entry-level role involves client liaison during investment processing, ensuring documentation accuracy and compliance, while working both remotely and in the office every Friday.
Ideal candidates should have:
- A background in financial services or client servicing
- Strong organisational and communication skills
- Proficiency in IT
The position offers a full-time fixed-term contract with various benefits including holiday entitlement and training opportunities.
Investment Processing Coordinator (Maternity Cover) - Remote UK employer: Sapphire Financial Planning Ltd
Contact Detail:
Sapphire Financial Planning Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Processing Coordinator (Maternity Cover) - Remote UK
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work in investment processing. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for virtual interviews by setting up a professional backdrop and testing your tech beforehand. We want you to shine, so practice common interview questions related to client servicing and compliance to show off your skills!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects. This will demonstrate your ability to handle the demands of the Investment Processing Coordinator role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace Investment Processing Coordinator (Maternity Cover) - Remote UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any relevant experience in financial services or client servicing. We want to see how your skills match the role, so don’t be shy about showcasing your organisational and communication abilities!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in the Investment Processing Coordinator role and how your background makes you a great fit. Keep it friendly and professional – we love a personal touch!
Show Off Your IT Skills: Since proficiency in IT is key for this role, mention any relevant software or tools you’re familiar with. Whether it’s Excel, CRM systems, or anything else, let us know how tech-savvy you are!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Sapphire Financial Planning Ltd
✨Know Your Financial Basics
Brush up on your knowledge of financial services and investment processing. Familiarise yourself with common terms and processes, as this will help you answer questions confidently and show that you're serious about the role.
✨Showcase Your Communication Skills
Since client liaison is a key part of the job, prepare examples of how you've effectively communicated in previous roles. Think about times when you resolved issues or clarified complex information for clients.
✨Demonstrate Organisational Prowess
Be ready to discuss how you manage your time and tasks. Use specific examples from your past experiences to illustrate your organisational skills, especially in a remote working environment.
✨Get Comfortable with IT Tools
Familiarise yourself with common IT tools used in financial services. If you know which software the company uses, mention your experience with similar tools to show you're tech-savvy and ready to hit the ground running.
